ledgercore

Generic, typed storage, project-layout, and reference primitives for ledger-like Python applications.

ledgercore is a small Python library for projects that store structured records as files. It provides reusable primitives for atomic writes, YAML front matter, deterministic JSON/YAML storage, safe relative paths, Ledger-family project layout discovery and resolution, numeric IDs, and cross-ledger references.

It has no CLI and no dependency on any downstream ledger application.

Why ledgercore exists

Ledger-like tools (task trackers, architecture logs, spec registries) share the same low-level problems: safely writing files, formatting IDs, validating paths, and linking records across namespaces. ledgercore extracts those shared primitives into one typed, zero-surprise package so downstream projects do not reinvent them.

What is included

• Atomic UTF-8 text writes and create-only writes.
• YAML front matter read/write helpers.
• Deterministic JSON, JSONL, and YAML file I/O.
• Safe relative POSIX path validation.
• Canonical Ledger-family project layout discovery and resolution.
• Generic content fingerprints and path-text normalization.
• Upward config discovery.
• Prefixed numeric ID formatting.
• Cross-ledger references such as tl:task-0001.
• A typed public API and shared exception hierarchy.

What is not included

• No command-line interface.
• No database layer.
• No sync protocol.
• No task, architecture, or project-specific schema.
• No dependency on taskledger, archledger, or another product package.

Installation

pip install ledgercore

Requirements:

• Python 3.10+
• PyYAML
• platformdirs

Quick start

from pathlib import Path

from ledgercore.frontmatter import write_front_matter_document
from ledgercore.ids import LedgerIdFormat
from ledgercore.refs import parse_resource_ref

task_ids = LedgerIdFormat(prefix="task")
task_id = task_ids.next(["task-0001", "task-0002"])

write_front_matter_document(
    Path(f"records/{task_id}.md"),
    {"id": task_id, "status": "open"},
    "# New task\n",
)

ref = parse_resource_ref("tl:task-0003")
assert ref.local_id == "task-0003"
assert ref.global_ref == "tl:task-0003"

Cross-ledger references

Inside a single ledger, keep local IDs short:

task-0001
adr-0002

When linking records across ledgers, use canonical global refs:

<ledger>:<kind>-<number>

Examples:

tl:task-0001
al:adr-0002
sw:spec-0003

A cross-ledger link can then store both endpoints unambiguously:

source: tl:task-0001
target: al:adr-0002
relation: implements

For filenames or systems that cannot use :, use the file-safe alias:

tl-task-0001
al-adr-0002

from ledgercore.refs import parse_resource_ref

ref = parse_resource_ref("tl:task-0001")

assert ref.ledger == "tl"
assert ref.kind == "task"
assert ref.number == 1
assert ref.local_id == "task-0001"
assert ref.global_ref == "tl:task-0001"
assert ref.file_ref == "tl-task-0001"

ID formatting

Use LedgerIdFormat as the primary ID formatter:

from ledgercore.ids import LedgerIdFormat

ids = LedgerIdFormat(prefix="task")

assert ids.format(1) == "task-0001"
assert ids.parse("task-0007") == 7
assert ids.next(["task-0001", "task-0002"]) == "task-0003"

For segmented, legacy-compatible IDs:

from ledgercore.ids import LedgerIdFormat

adr_ids = LedgerIdFormat(prefix="adr", separator="-", segment_separator="-")

assert adr_ids.format(13, segment="content") == "adr-content-0013"

NumericIdFormat remains available as a simpler compatibility wrapper.

Front matter documents

from pathlib import Path
from ledgercore.frontmatter import read_front_matter_document, write_front_matter_document

path = Path("records/task-0001.md")

write_front_matter_document(
    path,
    {"id": "task-0001", "status": "open"},
    "# Implement parser\n",
    body_mode="ensure-single-final-newline",
)

metadata, body = read_front_matter_document(path)

Front matter documents must start with --- followed by a newline and contain a YAML mapping. The body follows the closing --- delimiter.

For in-memory content, use split_front_matter_text, render_front_matter_text, and update_front_matter_text. Permissive parsing, timestamp-as-string loading, template placeholders, key ordering, and body normalization are explicit options.

Use scalar_style="minimal" for deterministic simple front matter:

from ledgercore.frontmatter import render_front_matter_text

text = render_front_matter_text(
    {"title": "Example", "tags": ["one", "two"], "empty": ""},
    scalar_style="minimal",
    sequence_indent="  ",
    empty_string_style="double",
)

The default remains PyYAML-compatible. Render options also pass through update and file-writing helpers. Template parsing supports whole-value placeholders and a conservative "anywhere" mode for simple scalar values.

JSON and YAML stores

from pathlib import Path
from ledgercore.jsonio import dumps_json, load_json_object, write_json
from ledgercore.yamlio import load_yaml_object, write_yaml

state_path = Path("state.json")
write_json(state_path, {"next": 4})
state = load_json_object(state_path, missing="empty")
compact = dumps_json(state, compact=True)

JSON output uses indent 2, sorted keys, and a final newline. YAML uses block style and can sort keys when requested.

canonical_json produces compact deterministic JSON for hashing. load_jsonl_object_rows retains source lines. load_jsonl_object_map builds a keyed manifest while reporting missing, invalid, and duplicate keys. write_jsonl_objects writes one compact object per line atomically.

Timestamp output supports precision and suffix control:

from ledgercore.time import utc_now_iso

timestamp = utc_now_iso(timespec="microseconds", timezone_style="offset")

Safe paths and config discovery

from pathlib import Path
from ledgercore.config import locate_ledger_config
from ledgercore.paths import resolve_config_relative_path

locator = locate_ledger_config(Path.cwd())
if locator is not None:
    records_dir = resolve_config_relative_path(
        locator.config_path,
        "records",
        field_name="records_dir",
    )

locate_ledger_config prefers .ledger.toml, then ledger.toml, and returns a ConfigLocator with workspace_root, config_path, and source fields. Path helpers reject absolute paths, .., . segments, backslashes, and paths escaping the base directory.

Use ensure_inside_base, relative_to_base, and resolve_under_base when converting between resolved paths and safe base-relative paths. The separate normalize_path_text helper is for matching human-authored path text; it does not authorize filesystem access. It supports "basic", "wide", and "none" punctuation profiles plus custom translations.

Ledger project layout

ledgercore 0.5.0 uses schema 3 for one deterministic storage model. TOML parsing, writing, ownership markers, and explicit migration are Ledgercore APIs. The normal configuration is:

schema_version = 3

[project]
uuid = "081c7c05-2d10-42b7-9b37-3d814c2f400a"
name = "taskledger"

[ledgers.taskledger.mounts.data]
storage = "external"
root = "../ledger"

[ledgers.taskledger.mounts.indexes]
storage = "cache"

The config path is always .ledger/taskledger/config.toml. Mount paths are derived:

project:   .ledger/<tool>/<mount>
external:  <root>/<tool>/<project-uuid>/<mount>
user-data: <user-data>/ledgerwerk/<tool>/<project-uuid>/<mount>
cache:     <user-cache>/ledgerwerk/<tool>/<project-uuid>/<checkout-id>/<mount>

A committed external root needs no local file. A machine-local override can change one existing mount:

schema_version = 3

[ledgers.taskledger.mounts.data]
storage = "user-data"

Load and resolve the project through Ledgercore:

from pathlib import Path

from ledgercore import load_ledger_project, resolve_ledger_layout

project = load_ledger_project(Path.cwd())
layout = resolve_ledger_layout(
    project.locator,
    project.manifest,
    "taskledger",
    local_overrides=project.local_overrides,
 )

The four storage kinds are project, external, user-data, and cache. Schema 3 has no provider, namespace, configurable mount path, config location, or generic scope. External roots may be project-relative; absolute roots are intended for local overrides. Resolution and ordinary reads never move or create data.

Every config directory and mount can be explicitly initialized with a .ledger-project.toml marker. External roots use .ledger-store.toml; legacy .ledger-store is accepted only for compatibility. Mismatched markers and unbound non-empty directories are rejected.

Storage changes use plan_storage_migration and execute_storage_migration. Planning is side-effect free. Execution defaults to copy-only mode, validates bindings, uses temporary destinations and SHA-256 verification, requires a downstream quiescence callback for durable mounts, switches configuration atomically, and journals progress with schema-2 journals that preserve exact binding identity. Destructive mode="move" is disabled in 0.5.1; source storage is always retained. recover_storage_migration returns results only for completed journals; incomplete journals are inspectable but require manual intervention and are not automatically recoverable.

Schema 2 remains readable for explicit migration and emits a deprecation warning. The old provider and sibling-ledger vocabulary is compatibility input only.

Shared ledger config convention

Ledgercore-based tools may still use the schema-version-1 shared config convention as a compatibility surface. In that mode, shared project metadata belongs under [project]; tool-specific configuration belongs under [tools.<tool-name>] in .ledger.toml or ledger.toml.

schema_version = 1

[project]
uuid = "565c0312-b531-4d07-aa1f-32c796f58dae"
name = "example"

[tools.example]
config_version = 1
state_dir = ".example"

Ledgercore standardizes discovery and generic table selection; it does not parse TOML or define downstream schemas. Applications remain responsible for parsing the selected file and may pass legacy names as fallbacks:

from ledgercore.config import (
    locate_ledger_config,
    select_project_config,
    select_tool_config,
)

locator = locate_ledger_config(
    Path.cwd(),
    legacy_filenames=(".example.toml", "example.toml"),
)

Canonical shared-config files win over legacy fallbacks. Applications should not implicitly merge both live configs. For the newer layout API, prefer locate_ledger_project and .ledger/ledger.toml.

Atomic writes

from pathlib import Path
from ledgercore.atomic import atomic_create_text, atomic_write_text

atomic_create_text(Path("records/task-0001.md"), "---\nid: task-0001\n---\n")
atomic_write_text(Path("index.json"), "{}\n")

• atomic_create_text: create only; fails if target exists.
• atomic_write_text: replace target atomically via temp file and os.replace.

Error model

All package-specific errors inherit from LedgerCoreError.

from ledgercore.errors import (
    LedgerCoreError, LedgerConfigError, StorageError, AtomicWriteError,
    FrontMatterError, JsonStoreError, YamlStoreError,
    PathValidationError, IdFormatError,
)

try:
    ...
except LedgerCoreError as exc:
    print(exc.code, str(exc))

Each exception carries a stable code attribute for programmatic handling.

Using ledgercore from a CLI application

ledgercore does not depend on a CLI framework. Adapt its errors at the application boundary:

from ledgercore.errors import LedgerCoreError

def to_usage_error(exc: LedgerCoreError) -> UsageError:
    return UsageError(str(exc))

try:
    load_application_state()
except LedgerCoreError as exc:
    raise to_usage_error(exc) from exc

This keeps exit codes, terminal formatting, and framework-specific exception types in the downstream application.

Type checking

ledgercore ships a py.typed marker. It is fully typed and passes strict mypy with strict = true.

Development

python -m pip install -e ".[dev,docs]"
python -m pytest -q
python -m ruff check .
python -m mypy ledgercore
python -m sphinx -W -b html docs docs/_build/html

Release checklist

Versions are derived from VCS tags; there is no static version in pyproject.toml to update.

1. Update CHANGELOG.md and create or sign the target tag, such as v0.4.0.
2. Run the test, coverage, lint, formatting, typing, example, and docs gates in docs/release.md.
3. Run python -m build and python -m twine check dist/*.
4. Verify the wheel and sdist contain LICENSE and generated _version.py.
5. Smoke-test the built wheel in a clean virtualenv.

For a supported non-git source archive, provide the intended version:

SETUPTOOLS_SCM_PRETEND_VERSION=X.Y.Z python -m build

Stability

ledgercore is pre-1.0. Patch releases preserve the current minor API where practical. Minor releases may intentionally evolve public APIs before 1.0, with changelog and migration guidance. The 0.5.0 release adds schema-3 storage simplification while retaining schema-2 compatibility for migration.

License

Apache-2.0.